Amazon.com, Inc.

NVIDIA Corporation

Micron Technology, Inc.

An ETF tracking software developer stocks added 1.3% for the day

The S&amp;P 500 rose for the third day in a row. Investors are watching the Fed and the risks of war with Iran

Arm Holdings plc

Meta Platforms, Inc.

Berkshire Hathaway Inc.

Microsoft Corporation

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

Advanced Micro Devices, Inc.

Meta Platforms' multibillion-dollar bet on Nvidia chips has triggered a selloff in the securities of rivals of the main beneficiary of the AI boom

Nvidia will sell millions of chips to Meta. For which companies was this bad news? 

Tesla, Inc.

Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

Self-driving cars will be at the head of the trend

Robot market could grow to $1 trillion, says Barclays. Which stocks does it choose?

Broadcom Inc.

The company is building mega-factories in New York and Idaho to reduce the technology gap between memory chips and AI infrastructure

Micron is taking over the US: chipmaker to invest $150 billion in factories due to AI memory shortage

Newmont Corporation

Barrick Mining Corporation

Alphabet Inc.

Dell Technologies Inc.

Bridgewater Associates, a hedge fund founded by Ray Dalio, said in a fourth-quarter 2025 <a href="https://www.sec.gov/cgi-bin/browse-edgar?CIK=0001350694">report</a> that it increased its stake in Nvidia as the market debated the overheating of the tech sector. At the same time, Bridgewater bought shares of gold mining giants Newmont and Barrick Mining Corp. amid rising precious metals prices. What other deals did the fund, which now operates without the participation of its founder, make?

Nvidia, gold and Dell: what the Dalio-founded fund bet on in the midst of the bubble controversy

SK hynix Inc.


This is an important milestone against other memory players SK Hynix and Micron

Samsung was the first among its competitors to start shipping new memory chips. Shares jumped

Apple Inc.

Billionaire Ken Fisher, who heads Fisher Investments and is known for his "contrary to the market" predictions, has revealed his fourth-quarter 2025 deals. According to the <a href="https://www.sec.gov/Archives/edgar/data/850529/000085052926000002/0000850529-26-000002-index.html">13F report</a>, the investor ended the year with a massive rotation in bonds and strengthened positions in semiconductors, which continue to dominate his strategy. The fund's total assets under management rose 6% to $293 billion.

Broadcom, Apple and Chipotle: How billionaire Ken Fisher's portfolio has changed

ASML Holding N.V.

The move coincided with a period of significant outflows from ESG funds

The Vatican has launched Catholic indices for Europe and the US. Which stocks are included in them?

Hims & Hers Health, Inc.

Nexstar Media Group, Inc.

TEGNA Inc.

The Kroger Co.

BILL Holdings, Inc.

Strategy Inc

Roivant Sciences Ltd.

Under Armour, Inc.

Microchip Technology Incorporated

IREN Limited

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.<br>

Morning in New York: positive momentum looking for a foothold

Quotes for chipmaker Nvidia jumped nearly 8% on Friday, February 6. That's the strongest increase in nine months, according to Dow Jones Market Data <a href="https://www.marketwatch.com/story/nvidias-stock-shoots-toward-best-day-since-april-as-tech-sector-rebounds-7211f5bd">cited</a> by MarketWatch. Investors have started actively buying up securities of companies that could benefit from the colossal spending that tech giants have promised to devote this year to infrastructure for artificial intelligence. Friday's rally ended Nvidia's longest losing streak since Sept. 3, when the stock fell in price for five consecutive trading sessions due to a general market sell-off.

Nvidia has its best growth since April. It could be the beneficiary of Big Tech's giant spending spree

Caterpillar Inc.

Palantir Technologies Inc.

Oracle Corporation

The bull market is not dead, but aging, according to investment firm Bellwether Wealth